If you are a small business owner, then automation is your saving grace. Taking the reins on some of the more tedious tasks in your business, automation can spell big success for your current and future operation. If you have resisted automation to date and can’t see what there is to gain, we’ve compiled a list of automated processes that you should be considering in your small business. You don’t need to do it all on your own, so let’s take a look at these business automation saviours.
This might not be what you thought when you considered automated processes, but a smart invoice template for small business is something that will save you a lot of time. Think about how much time you will save creating a new invoice each time, and agonising over the formatting and look of the invoice you are about to send. By leveraging an invoice template generator, you can put a professional foot forward, complete with your small business branding. Sometimes it’s better to have the creative input taken from your list of things to do, and generated on your behalf.
Email capture is something that should absolutely be automated so that your customers or clients can be receiving what they want when they want, so you don’t have to manually send correspondence each time someone reaches out. Imagine the time you will save when you don’t have to receive and react to each email capture at the start and end of every day. Your perfectly planned response is ready to go and sent promptly to a potential customer. When you get comfortable with this concept, you can actually start to aggregate your email communications based on the information your customers are seeking in your online enquiry form and build different funnels to best convert these leads automatically.
Do you produce your best social media posts when you’re under the pump and have one foot out the door at the end of the day? Typically social media posting is reserved for the time of the day when we are not feeling our most creative, and this can have a negative effect on your business as your audience simply will not engage as they could be. By scheduling your social media you can elect a day to plan, create and post all your content to a schedule that works best for you. Don’t miss out on the huge opportunity that exists on social media, and give its due diligence with a planning day that will produce fine content that will resonate with your target. The best part? It will all go live at the time you have scheduled so that you don’t have to be manually posting in the moment.
Many small businesses believe that they are simply not big enough to warrant a CRM strategy, and that couldn’t be less true. You don’t start going to the gym when you reach your peak weight, and so you shouldn’t wait for your business to be big enough before thinking about how you can engage and communicate with your captured customers. Rather than manually keeping details on hand about your loyal customers, keep it stored in your CRM platform so that you can review and optimise when the time comes. This will be exceptional automation when you have new starters on board who may know not know the history and buying habits of your most loyal customers.
Standing behind a small business can be incredibly exciting, and growing pains are almost inevitable. Automation will help you focus on the important parts of your business, without having to sacrifice on other growth areas. Simply put – have it all when you start automating certain processes.